Tracey Wolfe

Compliance Officer

Tracey's appointed as our compliance officer in 2019, a new office that speaks to our ongoing commitment to bring more rigour to our efforts to comply with changing financial industry regulations and further improve client operations. 

With 14 years' experience in the financial industry in Australia and the UK, Tracey helps Finzo helps Finzo develop and cooperate with regulatory policies that serve and protect our clients and their businesses.

Tracey’s last stint was with CFL Financial (Australia), where she administered paraplanning matters. Prior to that, she worked with a dealer group in Australia and investment banks Barclays Capital and Abbey National Treasure Services in the UK.